Private Wealth Planning Strategist
$87.03k - $138.97kCity National Bank
City National Bank is looking for a Private Wealth Analyst in New York to support client teams by delivering investment analysis and financial planning materials for high-net-worth individuals. The role involves creating sophisticated portfolio analyses and collaborating with various teams to enhance client relationships. Applicants should have at least 3 years of experience in investments and financial services, along with strong skills in Microsoft Excel. The position offers a starting salary ranging from $87,027 to $138,965, along with generous benefits and a commitment to diversity and inclusion. #J-18808-Ljbffr
Vacancy posted 4 days ago
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